Alex Ferguson has over 30 years’ experience in the Financial Services Industry.
In that time he worked for two of the biggest companies in the UK industry, Prudential & Standard Life. In 2008 Alex set up the business with the aim of providing a personal advice service to clients. Alex understands that everybody is different and that any advice needs to be built on an individual basis. We believe in looking after people in a way that they have a full clear understanding of what is being discussed without any complicated technical details or financial jargon.
What differentiates us is that we aim to provide a personal service that does not stop after we have given you initial advice, we will continue to look after you with regular reviews. We want to ensure that any advice we give remains effective and is updated if your circumstances change. We will see you where it suits you, at home, in the office or at your work place.
Legislation and tax rules change on a regular basis and we pride ourselves on ensuring that we keep our knowledge and expertise up to date so that we are in a position to provide a quality advice service which meets the needs of our clients.
We make absolutely no charge for an initial meeting, its completely at our expense. We will agree if there is common ground to move forward. It basically comes down to “Do you want my help?” and “Can I help you”. We will then explain the costs involved before commencing any work.
With access to industry leading software and technical support we can make a difference to the financial futures of our clients.